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WEC Energy
WEC

Overview Fund Activity

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$133M
2
Invesco
Invesco
Georgia
+$110M
3
Bessemer Group
Bessemer Group
New Jersey
+$94.2M
4
BlackRock
BlackRock
New York
+$61.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$57.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$173M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$87.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.9M
5
MAM
Magellan Asset Management
Australia
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTAS
626
Linden Thomas Advisory Services
North Carolina
$394K +$394K +4,201 New
BOPW
627
Brandywine Oak Private Wealth
Pennsylvania
$391K -$38.2K -407 -9%
CPWA
628
Cerro Pacific Wealth Advisors
California
$390K -$281 -3 -0.1%
TSS
629
Two Sigma Securities
New York
$389K +$26.1K +278 +7%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$386K – – –
AIM
631
Alhambra Investment Management
Florida
$383K -$16.9K -180 -4%
WSFS
632
Wilmington Savings Fund Society
Delaware
$381K -$98.5K -1,050 -21%
BFS
633
Bard Financial Services
Connecticut
$381K – – –
IWS
634
Insight Wealth Strategies
California
$378K +$378K +4,031 New
BFS
635
Bradley Foster & Sargent
Connecticut
$377K -$42.2K -450 -10%
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$375K +$375K +4,003 New
FFN
637
Focus Financial Network
Minnesota
$373K +$938 +10 +0.3%
IWM
638
IHT Wealth Management
Illinois
$372K -$50.1K -534 -12%
SWM
639
Scissortail Wealth Management
Oklahoma
$372K +$372K +3,990 New
TI
640
Tidal Investments
Wisconsin
$371K -$117K -1,247 -24%
AIP
641
Ameritas Investment Partners
Nebraska
$368K – – –
BONH
642
Bank of New Hampshire
New Hampshire
$363K -$4.5K -48 -1%
CI
643
Cigna Investments
Connecticut
$362K +$94 +1 +0%
MFG
644
Merit Financial Group
Georgia
$361K +$128K +1,360 +55%
GI
645
Gradient Investments
Minnesota
$360K +$1.03K +11 +0.3%
BFM
646
Boothbay Fund Management
New York
$360K -$231K -2,462 -39%
MPPLM
647
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$359K – – –
AWM
648
Accurate Wealth Management
Florida
$359K -$124K -1,277 -26%
SVWAG
649
Sound View Wealth Advisors Group
Georgia
$358K +$89.5K +1,063 +33%
CCA
650
Checchi Capital Advisers
California
$358K +$29.9K +319 +9%
24 25
26
27 28